Great Valley Advisor Group, Inc. Purchases in Q1 2025

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.4K
New
$14.93 - $16.85 $170K - $192K
11.4K $172K
DUK
Duke Energy Corp

Utilities
356
+ 3.99%
$105.87 - $121.97 $37.7K - $43.4K
9.28K $1.13M
POWL
Powell Industries Inc

Industrials
3.92K
+ 40.38%
$155.56 - $311.38 $610K - $1.22M
13.6K $2.32M
MA
Mastercard Inc

Financial Services
171
+ 4.84%
$504.67 - $576.31 $86.3K - $98.5K
3.7K $2.03M
IAK
Ishares Tr

ETFs
183
+ 1.52%
$121.85 - $137.9 $22.3K - $25.2K
12.2K $1.69M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.65K
+ 5.23%
$76.94 - $78.28 $127K - $129K
33.2K $2.6M
KBE
Spdr S&P Bank ETF

ETFs
3.35K
+ 49.1%
$51.28 - $59.92 $172K - $201K
10.2K $538K
VEU
Vanguard Ftse All World Ex Us

ETFs
755
+ 2.15%
$56.51 - $62.98 $42.7K - $47.5K
35.8K $2.17M
CVS
Cvs Health Corp

Healthcare
605
+ 11.69%
$44.22 - $68.64 $26.8K - $41.5K
5.78K $391K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 17.65%
$65.27 - $71.18 $165K - $180K
16.9K $1.12M
VFH
Vanguard Financial ETF

ETFs
1.1K
+ 11.37%
$114.07 - $127.34 $125K - $140K
10.7K $1.28M
MELI
Mercadolibre Inc

Consumer Cyclical
45
+ 19.74%
$1739.0 - $2260.0 $78.3K - $102K
273 $532K
VHT
Vanguard Health Care ETF

ETFs
438
+ 17.61%
$254.06 - $273.83 $111K - $120K
2.93K $774K
ENB
Enbridge Inc

Energy
2.03K
+ 7.59%
$41.54 - $45.45 $84.4K - $92.3K
28.8K $1.28M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
83
+ 0.17%
$114.57 - $118.14 $9.51K - $9.81K
49.9K $5.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.32K
+ 14.42%
$126.86 - $146.45 $421K - $486K
26.3K $3.35M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.66K
+ 24.37%
$32.49 - $37.99 $184K - $215K
28.9K $967K
VDE
Vanguard Energy ETF

ETFs
748
+ 16.4%
$119.14 - $132.76 $89.1K - $99.3K
5.31K $688K
JSML
Janus Detroit Str Tr Henderson

ETFs
12.5K
+ 9.33%
$58.87 - $69.7 $735K - $870K
146K $8.91M
DFAI
Dimensional ETF Tr

ETFs
1.95K
+ 5.7%
$28.88 - $32.4 $56.4K - $63.3K
36.2K $1.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
277
+ 1.09%
$182.82 - $196.21 $50.6K - $54.4K
25.6K $4.82M
OPFI
Opp Fi Inc.

Technology
11.6K
+ 97.73%
$7.18 - $16.94 $83.3K - $197K
23.5K $218K
VLO
Valero Energy Corp

Energy
221
+ 2.2%
$121.76 - $142.99 $26.9K - $31.6K
10.3K $1.36M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.01K
+ 40.7%
$48.65 - $53.06 $97.6K - $106K
6.94K $360K
XLI
Industrial Sector Spdr

ETFs
1.05K
+ 5.14%
$128.78 - $141.67 $135K - $149K
21.4K $2.81M
GILD
Gilead Sciences, Inc.

Healthcare
39
+ 0.66%
$89.14 - $117.41 $3.48K - $4.58K
5.99K $671K
GS
Goldman Sachs Group Inc

Financial Services
367
+ 12.0%
$524.81 - $672.19 $193K - $247K
3.43K $1.87M
MLPX
Global X Mlp & Energy Infrastr

ETFs
920
+ 5.56%
$59.6 - $67.2 $54.8K - $61.8K
17.5K $1.11M
RWL
Invesco Exchange Traded Fd Tr

ETFs
949
+ 8.21%
$96.9 - $104.39 $92K - $99.1K
12.5K $1.24M
CVNA
Carvana Co.

Consumer Cyclical
196
+ 1.89%
$166.52 - $285.33 $32.6K - $55.9K
10.6K $2.21M
LSAF
Two Rds Shared Tr

ETFs
3.25K
+ 11.42%
$38.02 - $43.38 $124K - $141K
31.7K $1.25M
CL
Colgate Palmolive CO

Consumer Defensive
639
+ 4.69%
$85.68 - $97.5 $54.7K - $62.3K
14.3K $1.34M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
565
+ 0.58%
$40.79 - $42.32 $23K - $23.9K
98.2K $4.13M
MET
Metlife Inc

Financial Services
1.31K
+ 13.6%
$77.7 - $87.0 $101K - $114K
10.9K $875K
PPL
Ppl Corp

Utilities
748
+ 4.37%
$31.68 - $36.11 $23.7K - $27K
17.9K $644K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
371
+ 0.21%
$91.45 - $91.75 $33.9K - $34K
175K $16M
X
United States Steel Corp

Basic Materials
850
+ 14.25%
$30.47 - $43.0 $25.9K - $36.6K
6.81K $287K
CRS
Carpenter Technology Corp

Industrials
376
+ 27.49%
$172.39 - $212.53 $64.8K - $79.9K
1.74K $315K
TRV
Travelers Companies, Inc.

Financial Services
73
+ 2.71%
$232.43 - $265.13 $17K - $19.4K
2.77K $731K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.4K
+ 17.42%
$61.91 - $66.79 $86.4K - $93.2K
9.41K $587K
FNDF
Schwab Fundamental Intl Large

ETFs
1.65K
+ 23.71%
$32.9 - $37.45 $54.3K - $61.8K
8.61K $310K
ISSC
Innovative Solutions & Support Inc

Industrials
12.2K
New
$6.29 - $11.91 $76.7K - $145K
12.2K $76K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
415
+ 22.99%
$196.12 - $229.48 $81.4K - $95.2K
2.22K $448K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.73K
+ 21.42%
$30.73 - $32.26 $83.8K - $88K
15.5K $475K
OEF
Ishares S&P 100 ETF

ETFs
282
+ 4.92%
N/A
6.02K $1.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
282
+ 3.34%
$408.78 - $448.82 $115K - $127K
8.74K $3.67M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
661
+ 23.06%
$75.32 - $84.77 $49.8K - $56K
3.53K $288K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.14K
+ 6.58%
$44.68 - $46.49 $50.7K - $52.8K
18.4K $851K
SHW
Sherwin Williams CO

Basic Materials
123
+ 5.01%
$330.16 - $365.55 $40.6K - $45K
2.58K $900K
Activity Summary
Buys All Purchases 464 New Holdings 79 Increased Positions 385 Sells All Sells 364 Reductions 364 Sold out 0 Options Calls 0 Puts 0
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